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What is the best report to use for filing in California?

Overview

You are filing in California and need to know which report is the best to use. 

Environment

Avalara Avatax

Resolution

  • Use the Sales and Sellers Use Tax Levels report - formatted for California specifically:
    • Go to Reports Standard Sales Tax Reports > Tax Return Reports Sales and Seller's Use Tax levels
  • This report breaks out the taxes similar to the return in California. 
  • Please note that this cannot be compared to the Sales and Sellers Use Tax Summary report because of the logic on the Levels report.
    • The values will not match. 
    • We recommend using a Reconcile report to reconcile transactions, for more information on our recommended reconciliation process, see Reconcile Transactions